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3565 Ideas

J
JamesELevel 1

2026 PTE instructions S-CorpNew

Something needs to be done about the instructions for making PTE payments in the S-Corp program. I have to turn off the WebPay features to get the proper instructions and the voucher FTB Form 3893 to appear and to print. Then presumably I have to turn them back on. If there is a diagnostic or a statement for the payment I can't find it. It took me a while to figure out how to force the information to print, even though I went through the rigamarole before, I just didn't remember the particular algorithmics of the procedure. Thank you for your attention to this matter. 

0
J
Forum|Forum|1 month ago
R
rhhunningsLevel 1

dependents alternating between divorced spousesNew

I have several taxpayers with dependents who alternate between divorced parents based on odd and even years. There should be a way to suspend a dependent from being included in the current year without being required to delete them and reentering the info the next year. Also, the odd or even option should be part of the error checking like the banking info. I should be prompted to confirm if a dependent is eligible based on the divorce decree. There should be a flag on each to retain the odd or even information.

1
BobKamman
Forum|Forum|1 month ago
R
rhhunningsLevel 1

refund direct deposit vs auto withdrawlNew

My problem is the 1040 had a refund and the state had a balance due. There should be separate selections for each and rather than in the info page it should be on the final portion of the tax return where you have the option of applying a refund to a future period. At that point all the banking info is available and selecting an option (apply-refund-pay) would be mutually exclusive within the tax return and each tax return could have an independent choice.

0
R
Forum|Forum|1 month ago
Y
ypaLevel 2

PA Expense MappingNew

Lacerte partnership module is mapping building maintenance input to plumbing and electrical for PA. This presumably came about when lacerte updated for the 8825 schedule A changes. It would be helpful for there to be a quick way to message lacerte about bugs such as these.

0
Y
Forum|Forum|1 month ago
T
TaxLady59Level 2

Filing final short year form 1065 tax returnsNew

It would be great if you could file a final short year tax return (form 1065) by the deadline using ProSeries instead of having to file a paper return.

2
Accountant-Man
Forum|Forum|1 month ago
T
TopRhinoLevel 2

Additional Field for ReportsNew

It would be very helpful if the field for the Driver's License expiration date were available for custom reports. In fact, if all the Driver's License fields were, that would be even better, but specifically, the expiration date would be helpful in determining which clients need to be contacted for the upcoming year for renewed licenses. 

3
S
Forum|Forum|1 month ago
C
CPATIMLevel 2

Allow e-filing for Maryland returns with late payment penaltiesNew

When I try to submit an extended MD return that has a balance due, Lacerte gives a Critical Diagnostic Warning that MD does not allow Late Payment Penalties with an e-filed return - ref #3410.  This is not correct.  I have personally spoken to a representative from MD and was told that MD does accept e-filed returns that include late payment penalties.  Additionally, I previously used Drake tax software and was able/allowed to e-file a MD return that included late payment penalties. This is not a new issue.  I previously used Lacerte for 19 years (before trying Drake) and had the same diagnostics. Lacerte, please correct this issue.  I don't like have my clients paper file their MD returns when they should be able to e-file or have them receive MD penalties due notices.  Don't let Drake be better at filing than Lacerte. Tim  Lacerte user for more than 20 years

3
sjrcpa
Forum|Forum|1 month ago
J
JeffquinncpaLevel 1

Stop the $99 user access feeNew

Intuit finds a way to increase their prices every year. Either it’s phasing out quickbooks desktop and force people to pay a monthly or annual fee to use quickbooks online, or now forcing a $99 user access fee in order to e-file while still increasing the filing fee for business and personal returns. 

5
W
Forum|Forum|1 month ago
D
DAOLevel 2

Concern Regarding E-File Status Visibility and Rejection Notifications in LacerteNew

As you know, the most critical information in e-file processing is whether a return has been accepted or rejected by the IRS. Early identification of rejected returns is essential to ensure timely correction and resubmission.However, we have observed that Lacerte frequently displays the status as “Sent to Lacerte” rather than clearly indicating whether a return has been rejected. As a result, users are required to manually check each module individually to determine the actual IRS status.During peak filing seasons, this issue becomes particularly problematic, as we process hundreds of returns daily. Since IRS acceptance is not immediate, rejected returns can easily go unnoticed unless each case is reviewed manually. This creates a significant inefficiency in workflow and increases the risk of delayed corrections.More importantly, delayed identification of rejected returns may result in taxpayers missing filing deadlines, which can lead to penalties and interest charges. This can also result in client dissatisfaction and complaints.We respectfully request that you consider improving the e-file status visibility to clearly distinguish rejected returns at the highest level of the dashboard or activity summary, without requiring individual module checks.

1
B
Forum|Forum|1 month ago
S
samz1948Level 2

NYC FORM 1127 TO REMOVE STAR CREDITNew

My client lives in NYS and works for a NYC agency. He is required to file Form NYC-1127. The return calculates a STAR credit that is not allowed. I tried to eliminate the credit with an override by entering a zero and then a -1, but could not remove the credit. My client is on extension until 10/15/26 hope you can find a solution to this problem. Thank you, Samuel [removed]  

1
A
Forum|Forum|1 month ago
S
smariniwing Level 1

customers with Mac computers can't fill out the e-organizersNew

Hello,We get a lot of customers from year to year complaining they have trouble filling out the electronic organizers from Lacerte program. Not sure if the development team has heard from anyone else about the difficulties.  I know I've mentioned it to a few customer service reps.Regards, Suzanne

2
IRonMaN
Forum|Forum|1 month ago
K
khcpa12Level 3

Ability to add logo or letterhead to custom letters in ProconnectNew

Please add the ability to add a logo or letterhead to custom letters in Proconnect. 

7
G
Forum|Forum|1 month ago
J
joegcpaLevel 2

FILE NAME ADDED TO PRINT K-1 PACKAGENew

When exporting a K-1s for entities that a relatively large number of shareholders, members or beneficiaries, can the entity name and return year be added as a prefix ahead of the recipient's name?I had an incident this year where I had 11 K-1s as part of one 1065 return. To add the entity name and tax return year ahead of the member's K-1, I used a Microsoft Word document with the entity name and year. I then copied and pasted the entity name and year from the Microsoft Word document after editing each member's file name. I had to do this 11 times to make sure the file name and year were correct. Can you add the entity name and tax return year as part of the Print K-1 Package?

6
A
Forum|Forum|1 month ago
C
CmiddlemistLevel 1

990PF Estimated Tax payment optionNew

Was told that Lacerte currently does not have option to have IRS auto withdraw Form 990PF estimated taxes.  It does have option to withdraw balance due only.   Just seems this should be an easy fix from programming standpoint for future years. 

0
C
Forum|Forum|1 month ago
B
blakestoweLevel 2

Enhancement-taxable scholarship worksheet 1-1 form IRS PUB 970New

need separate input from form 1098-T box 1 and box 5 to produce IRS pub 970 worksheet 1-1 "Taxable Scholarship and Fellowship Grant Income to support Form 1040 schedule 1 line 8r

1
B
Forum|Forum|1 month ago
S
sac1040Level 2

Hard to locate specific Sch E or Sch C when there are multiple Sch E's or C's within a returnNew

I work with many clients who have multiple Schedule E rentals and Schedule C businesses. When working with that many activities, it becomes very difficult to quickly locate the main Schedule E Rental Worksheets for a particular rental or Schedule C Business Worksheets for a particular business within the forms list.As a workaround, I have learned to intentionally create a temporary error on each Schedule E worksheet so that the form is highlighted in red. After I finish reviewing and entering information for that particular rental, I go back and remove the error so the return can be e-filed. While this works, it is obviously not ideal and adds unnecessary steps to the preparation process.It would save a tremendous amount of time if the primary Schedule E Rental Worksheets and Schedule C Business Worksheets could be highlighted or color-coded differently from the miscellaneous supporting worksheets. This would make navigation much easier, especially on large returns with dozens of activities.I do notice the small black arrow indicator currently used to distinguish certain forms, but because it is also used for other purposes, it tends to get lost visually when working in large returns.A simple color-coding option or enhanced visual identifier for the primary activity worksheets would significantly improve workflow efficiency for preparers handling complex returns.Thank you for considering this suggestion.

1
Accountant-Man
Forum|Forum|1 month ago
2
2cpasinwvLevel 1

wv elective pass through entity taxNew

Please become compatible with WV's new EPTET form. If I have any clients who are PTE and elect into this I have to paper file their state return. Lacerte needs to catch up to this change. It has been 2 years. I need the EPT-100 and WV EK-1 to be apart of lacerte

0
2
Forum|Forum|1 month ago
2
2cpasinwvLevel 1

attach federal return to state for e filingNew

Many states require the first 5 pages of the PTE return to e-file. Please make a one button click to have this attach. I currently have to print the first 5 pages to PDF and manually attach them back onto the software to e-file state returns. This seems like a silly and easy thing to fix. Thank you!

0
2
Forum|Forum|1 month ago
2
2332Level 1

Schedule 1-A option to printNew

Please include an "option to print" box for Schedule 1-A to be included with return, perhaps similar to Code 2, Screen 25 for Schedule A.  The preparer wants the Client to be able to see that the information was included on the return, but the income limitation prevented the deduction.In my case, this involved the auto loan interest.  I realize that the input for Schedule 1-A appears on different screens (both Screens 10 and 24), but one of those places would work.

0
2
Forum|Forum|1 month ago
T
Tbetts94 Level 1

Notes are going away... Now we have to have permanent CommentsNew

     This message popped up today. Comments are year specific, and notes get carried over. If Notes goes away, then we have to have the ability to make Permanent Comments that carry year to year. 

21
J
Forum|Forum|1 month ago
M
midwest bald accountantLevel 1

Form 1116New

ProSeries does not generate an error message when foreign tax credit exceeds $300 single & $600 married joint total tax. Software allows input of the amount without forcing preparation of Form 1116.

0
M
Forum|Forum|1 month ago
D
dpathLevel 1

Activity log for each returnNew

It would be really helpful if ProConnect had an activity log at the return level.For firms with multiple preparers and reviewers, we need better visibility into what work has actually been done on each return. Right now, it seems like we have to rely heavily on team members manually updating the status, which can be hard to track and verify.An activity log could show things like:* Who opened or worked on the return* When the return was last updated* What sections/forms were edited* Who assigned or reassigned the return* Whether diagnostics, review, or e-file steps were completedThis would help firms track progress more accurately, especially when several CPAs/preparers are working in the same account. It would also reduce the need to rely only on status updates or external trackers to know what is actually in progress.

0
D
Forum|Forum|1 month ago
R
RajLevel 1

attachment for other state tax credit from composite statements or K-1 notesNew

Enable linking one attachment to multiple state credits on a resident return.  If a K-1 footnote shows taxes paid to 20 other states on the same statement, we need to attach it 20 times to remove the critical diagnostic since one pdf can only be linked to one other state.  Enable an option to link one pdf to multiple states.

1
sjrcpa
Forum|Forum|1 month ago
P
pklcpaLevel 3

PRINTING OPTIONSNew

Please make printing of Federal Forms for State If required universally option like 2024.

3
Just-Lisa-Now-
Forum|Forum|1 month ago
puravidapto
puravidaptoLevel 7

E-file federal quarterly estimated payments standaloneNew

Currently the federal quarterly estimated payments can only be E-filed along with federal return. I suggest we separate the functionalities. Use cases includes that I am not ready to file the return, but I want to file the federal quarterly estimated payment.The state quarterly payments are separated. This makes it easy to track and manage. For example,  to answer the question: have I scheduled the estimated payments? Currently we have to go in to the return to find it out. Not to separate the functionalities can cause problems. For example, when I file amended return, if the quarterly estimated payments are selected, it will schedule the payments again.

1
sjrcpa
Forum|Forum|1 month ago

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